Brennan Taylor
Vice President, National Accounts @CI Assante Wealth Management
Signup · Get unlimited contacts
WORK HISTORY
Vice President, National Accounts @CI Assante Wealth Management
Vancouver, BC, CA
Build relationships with key stakeholders while ensuring client satisfaction and retention. Collaborate with senior leadership and advisors to identify opportunities for growth- Lead national sales efforts of investment product, financial planning solutions, and advisory services across National accounts- Monitory industry trends and client needs to ensure offerings remain competitive and relevant. Ensuring account strategies align with CI Assante corporate objectives- Work closely with product, marketing, portfolio managers and operations to drive a seamless client experience.
EDUCATION
Brock University
BA
SKILLS
ABOUT BRENNAN TAYLOR
VP National Accounts | Executive Wealth Management Leader | Driving Strategic Partnerships, AUA Growth, and Leadership Excellence at CI Assante.
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.